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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
2001
Capital Square
Tennessee
$1.21M -$105K -151 -9%
GAMC
2002
Garner Asset Management Corp
Texas
$1.2M -$103K -149 -8%
PWW
2003
Pettyjohn Wood & White
Virginia
$1.2M -$34.6K -50 -3%
OFP
2004
OFC Financial Planning
New Jersey
$1.2M – – –
KPWG
2005
KFA Private Wealth Group
Virginia
$1.19M -$164K -237 -12%
PA
2006
PSI Advisors
Florida
$1.19M +$74.1K +107 +7%
EI
2007
Ellevest Inc
New York
$1.19M +$13.9K +20 +1%
CAM
2008
Carret Asset Management
New York
$1.19M -$139K -200 -11%
WP
2009
WealthPLAN Partners
Nebraska
$1.19M +$36.7K +53 +3%
AGWCA
2010
Annis Gardner Whiting Capital Advisors
Florida
$1.19M +$156K +225 +15%
VAG
2011
VisionPoint Advisory Group
Texas
$1.19M +$14.5K +21 +1%
NFG
2012
Nadler Financial Group
Illinois
$1.19M +$34.6K +50 +3%
BEW
2013
Burton Enright Welch
California
$1.18M +$22.2K +32 +2%
CWA
2014
Consilium Wealth Advisory
Texas
$1.18M +$418K +604 +57%
MA
2015
Mosaic Advisors
Texas
$1.18M +$987K +1,425 New
CLP
2016
Charis Legacy Partners
Texas
$1.18M – – –
BWL
2017
Bogart Wealth LLC
Virginia
$1.18M +$2.77K +4 +0.2%
WA
2018
Wealth Alliance
New York
$1.18M -$46.4K -67 -4%
NG
2019
Novem Group
New York
$1.18M -$29.8K -43 -3%
QFA
2020
Quantum Financial Advisors
California
$1.18M -$893K -1,290 -44%
BWA
2021
BlueSky Wealth Advisors
North Carolina
$1.18M +$40.2K +58 +4%
RWP
2022
Ridgecrest Wealth Partners
California
$1.18M -$6.93K -10 -0.6%
RDWM
2023
Red Door Wealth Management
Tennessee
$1.17M +$1.39K +2 +0.1%
MAWCM
2024
Mine & Arao Wealth Creation & Management
California
$1.17M +$1.39K +2 +0.1%
RPWA
2025
Regent Peak Wealth Advisors
Georgia
$1.17M +$39.5K +57 +4%
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